InsMark Symposium

Symposium

InsMark Symposium
May 20-21, 2021

Money Talks . . . Let InsMark Do the Translation®

InsMark’s Symposium is the insurance industry's #1 marketing conference where the industry's sharpest minds and most creative leaders come together to teach and share new and exciting sales ideas. Not registered? If you missed the live event, you can still register for FREE to gain access to the recorded presentations and the published conference materials

Register Online

After clicking "Register Online," you will enter a secure registration website hosted by Cvent to input your contact information.

How To Attend our Virtual Symposium

1.  Which browser should I use?  For the best viewing experience, we recommend Chrome or Firefox. 

2.  Log in to the Symposium: 
Button to go to Attendee Hub!

3.  Verify your account:  You may be asked to verify your account by entering a verification code which will be sent to your email and your mobile phone (if you provided this during registration).  Enter the code where prompted, and click Log in. You’ll then be taken to your homepage of the Hub.

4.  Didn't get the verification code?  Check your Spam and Junk mail folders in your email account. If you provided a mobile number, check the device associated with that mobile number.  If that doesn't work, call InsMark Support at:  925-543-0507.

5.  How do I join the On-Demand sessions? Enter the Hub through September 19, 2021.  Select "All Sessions,"  select the desired session, and click the Replay button.

6.  What are Virtual Booths?  For On-Demand sessions, you can visit the Exhibitors' booths accessing a plethora of resources from other industry experts.   Click on the ‘Expo’ tab in the Hub then select Exhibitors.

7.  How can I contact the Exhibitors? You have two options. Each exhibitor profile has a ‘Join virtual meeting’ button, which allows you to visit virtually with them using Zoom. The exhibitors also have a ‘Contact Us’ button, which allows you to send a message.

8.  Where do I input my questions for the Q&A sessions? (This is only available for Live Events): Use the Q&A icon located on the right-side panel of the Hub. You can ask questions anonymously or with your registered name. The presenters will answer questions during the Q&A Sessions.

9.  What is the Virtual Attendee Hub? This is the platform we are using to run the InsMark Symposium | Virtual event, giving you an all-in-one virtual experience. Registrants will be given access to the Hub to view the full program of sessions, join any session you want, visit the virtual exhibition, and get acquainted with the Hub.

10.  What if the sound quality is poor? If you are experiencing poor sound quality, we strongly recommend using earbuds to enhance the sound quality.

11.  Can I change the Agenda to display my time zone? Yes, to adjust the time zone, switch the option to Your device’s time zone. This option is available on the right side of the screen.

 

 

Who should Attend?

Everyone is welcome to attend the Symposium: financial planners, estate planners, life insurance agents, CPAs, Home Office personnel, support staff, and anyone who wants to expand their knowledge and grow to new levels.  Attend once, and you will learn why the majority of our attendees return year after year and how they earn in excess of $400,000 in commissions annually.  Great for the industry's new and advanced alike, the Symposium is also an excellent networking experience.

See what fellow producers have to say about InsMark Symposiums . . .

Symposium 2021

 

More Benefits!

Value-added benefits from Symposium attendance are below:

  • Learn how to capitalize on opportunities arising from the changing tax environment
  • Learn what it takes to capture the most coveted markets with InsMark's software platform
  • Connect with speakers and industry experts for more in-depth exchanges
  • Gain real case tips from the trenches - shared by the most proficient InsMark licensees

Registration Fees

The normal registration fee is $599, but you now qualify for FREE access.

Your registration includes everything below:

  • Post-show access to recorded speaker sessions (open through September 19)
  • If applicable, apply your registration fee towards the purchase of a new InsMark System (for orders made between May 20, 2021 - May 19, 2022.)

Who are the Symposium Speakers?

InsMark’s President and CEO, Robert Ritter, Jr., is the keynote speaker. He will present the most effective strategies and fresh sales approaches showcasing InsMark’s latest enhancements and newest capacities. Additionally, InsMark is consistently able to attract top speakers who are highly skilled in presenting transferable marketing concepts.

Robert B. Ritter, Jr.

Robert B. Ritter, Jr.

President, CEO, and Founder
InsMark, Inc.

Bob Ritter has been in life insurance sales and sales management for over five decades.  He started with Mass Mutual in northern New Jersey and at age 26, he was appointed General Agent by Mass Mutual in Oakland, California -- the youngest General Agent ever appointed by that company.  Three years later he took over a New York City agency for Mass Mutual where he was twice awarded the National Manpower Award, the company’s most prestigious award for the development of sales leaders.

In the early 1980s, Bob formed InsMark, a company dedicated to producing transferable marketing techniques for a wider group of producers.  The success of InsMark has been phenomenal as 100+ companies have sponsored InsMark products utilized by over 30,000 producers.  He guides his business career based on the following premise: 

Success isn’t just about what you accomplish in your life,
it’s about what you inspire others to do.

Bob is a life member of MDRT and was a qualifier for Top of the Table and International Forum until the growth of InsMark required all of his time.  A dynamic and entertaining speaker, he has spoken at hundreds of industry seminars and conventions and has been featured at several MDRT, Top of the Table, and International Forum meetings.

Bob is a past member of the MDRT Foundation’s Board of Directors as well as a member of the Split Dollar Sub-Task Force of the Association of Advanced Life Underwriters (AALU) during the lead-up to the Final Split Dollar Regulations issued in 2003.  He is also Founder and Past President of the Diablo Advocates, an organization dedicated to youth opportunities.

Bob graduated from The Lawrenceville School and Williams College.  While at Williams, he also played lead cornet in the first college jazz band ever to play in Carnegie Hall.  Called the Spring Street Stompers, this Dixieland jazz group won the Arthur Godfrey Talent Scout show on CBS (#1 in the ratings at the time), appeared on the Tonight show on NBC, and played frequently at the top jazz clubs in Boston and New York.

Bob and his wife, Laurel, live in Alamo, California.  They have eight children and 22 grandchildren. 

Don Prehn

Don Prehn, CLU, ChFC

Board Member, Senior Advisor and Past President
InsMark, Inc.

Don Prehn, CLU, ChFC is a Board Member and Senior Advisor for InsMark with special emphasis on InsMark’s web based marketing, client service and education strategies. As a past president of InsMark, Don conducted more than 800 seminars helping financial professionals with sales ideas and presentations. Don is also an editor for the Robert B. Ritter, Jr. Blog and heads up InsMark’s strategic partnerships (including InsMark’s Advanced Consulting Group).

Kenneth Buckley

Kenneth Buckley

President and Founder
The Buckley Group

Ken Buckley started The Buckley Group 40 years ago and has been focused exclusively on premium financing for the last 25 years. 

Ken chose to make premium financing his full-time focus after working with two groups that he felt were not client focused. Ken knew that there was a need for a premium financing program with a conservative, long-term client-focused approach. Since then, Ken has been passionate about crafting the premier premium financing program in the industry, designed to deliver a lifetime of security. 

Ken diligently researches an array of financial products and partners with the most respected CPA’s and attorneys in the country to expertly tailor each client’s portfolio. As a Lifetime MDRT Top of the Table Member Ken has access to the most exclusive products available and the leverage to work with insurers and banks to offer customized programs.

Corey J. Luke, ChFC, CLU

AVP, Life Product Innovation
Allianz Life Insurance Company of North America

Corey joined Allianz Life Insurance Company of North America in 2013 and is AVP in Life Product Innovation.  His responsibilities include driving the life insurance product strategy, competitive intelligence and illustration development efforts.  Prior to joining Allianz, Corey spent 5 years at Minnesota Life managing their life product development and consulting teams. Before that, he spent time in the field as a financial services product trainer, producer and territory manager.

Corey earned his BS in Insurance/Risk Management from Bradley University in Peoria, IL and his MBA from St. Cloud State University in St. Cloud, MN.  He holds the Chartered Financial Consultant (CHFC) and Chartered Life Underwriter (CLU) designations along with his Series 6 & 63 securities registrations.  

In his free time, Corey enjoys mountain biking and golf and despite years of disappointment is still a Chicago Bears fan.  He and his wife, Lisa, have two daughters (Madelyn and Scarlett) and live in Minnesota with their two Bernese-Mountain-Dogs Floyd and Gladys.     
 

Todd Petit, ASA, MAAA

AVP, Advanced and Specialty Markets
Allianz Life Insurance Company of North America

Todd is an AVP of Advanced and Specialty Markets.  With more than 25 years of financial services industry experience, he focuses on delivering Allianz Life Insurance Company of North America product knowledge, sales ideas, and industry concepts by partnering with the distribution channels to serve internal and external customers.  In his role, he manages the Advanced Markets team with advising on advanced uses of life insurance and annuities, as well as the training of Allianz employees on new life insurance concepts and products.  He has been with the company for over 20 years, with his previous role as product development actuary focused on product design, implementation, reinsurance negotiations, government relations and marketing strategy.  Todd has built extensive experience in the insurance industry, and has designed several types of insurance products, including variable life, variable annuities, fixed life, term life, and long-term care.  Todd also has a passion for agent education and he has spoken as a life insurance expert at numerous conferences, seminars, and webinars.

Todd received his BA in mathematics from the University of Notre Dame- Indiana in 1994.  He is an associate of the Society of Actuaries and a member of the American Academy of Actuaries.

In his free time, Todd enjoys strategy games and running.  He and his family reside in Minnesota.

Phillip G. Vogel CLU, ChFC

Founder
Vogel Financial Services

With over 36 years of experience in the financial service industry, Phil Vogel has gained extensive knowledge and insight into the needs of both clients and advisors. After a lengthy stint in agency management, Phil founded Vogel Financial Services in 1997 in an effort to access a broader range of products and services and offer his clients a holistic approach to financial planning. During the last 20 years he has focused primarily in the areas of premium finance and complex case design.

Phil has served for 15 years as a consultant to top advisors and their clients across the country, using advanced premium financing concepts to accomplish business and estate planning goals. He has developed relationships with many of the industry’s most respected insurance carriers and financing companies and is regarded as a top-notch facilitator with the expertise required to see a case through to fruition.  

Phil prides himself on his ability to navigate successfully through the very detailed and sometimes complicated territory of premium financing. He thoroughly enjoys fulfilling the role of consultant and relishes the opportunity to work with advisors and help them better service their clients while strengthening their practices. He describes his role today as the most rewarding period of his career.

Mike Pepe

Founder & Chief Strategy Officer
Proformex

Mike Pepe capitalized on his nearly 20 years of life insurance policy expertise by launching Proformex, an inforce policy management platform that helps fiduciaries, financial planners, insurance brokerages and agents monitor, manage and govern their life insurance policies. Its SaaS (Software as a Service) solutions are designed to proactively alert customers of potential problems with their life insurance policies and protect against degradation and asset erosion. 

Prior to founding Proformex and serving as its Chief Strategy Officer, Mike started in the life insurance business with Mass Mutual and quickly became a leading agent. Soon after, he co-founded River Financial Group, a full service financial advisory firm. His focus was on building a highly successful financial planning practice which took into account the various parts of a holistic financial plan. As he focused on estate planning, he started The TOLI Group, a life insurance firm which was designed to fill the gap in the market for insurance consulting and the need for ongoing policy monitoring and management support, especially as it relates to trust owned life insurance.   

As he focused on helping others mitigate the many facets of life insurance, he turned to technology and developed a software system to make policy management and monitoring more systematic and useful, and Proformex was born.   

In his spare time, Mike enjoys golfing and spending time with his family.  Mike lives in Avon Lake, Ohio with his wife, Carmen and two sons. 

Scott Keffer

CEO
Scott Keffer® International

Scott Keffer is an international Marketing and Business Growth Coach, Best Selling Author and Keynote Speaker, who you may have seen in or on NBC, CBS, FOX, PBS, CNBC, Worth, Business Icons, Huffington Post, Wall Street Select, Research, Money Show, Small Business Trendsetters, among others. Keffer’s seven books include his soon-to-be-released, Million Dollar Clients, the #1 Amazon Best Seller Double Your Affluent Clients® and Million Dollar Clients With Seminars. 

Keffer has spoken at most financial industry conferences, including The Forum 400, AALU, Ed Slott’s Master Elite IRA Advisor Group, InsMark’s Symposium, CRUMP, NFP, FIG, Advisors Excel, Global Wealth, Horter, BMO, National Network of Estate Planning Attorneys, Estate Planning Council, as well as a Visiting Scholar at High Point University.  

Scott is a warm communicator who lives in Pittsburgh, Pennsylvania with his wife, Beth, and their chocolate Lab, Max.  They enjoy staying fit, Pittsburgh sports teams, reading, and spending time with their two grown children, Josh and Anni.

Vincent M. D’Addona MSFS, CLU, ChFC, CExP, RICP, CEPA, AEP (Distinguished)

Senior Associate
Strategies for Wealth

Vince is a senior associate with Strategies for Wealth in New York City with 41 years of experience providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. 
 
In 1992-1993, Vince served as President of the Executive Committee of Guardian Life’s Leaders Club and has served on Guardian’s Field Product Committee for over 30 years.  He has served as a sub-committee chair for the AALU 2010 annual meeting, in addition to being a featured speaker in 2005.

Vince is a Life and Qualifying member of MDRT, Court of the Table for 33 years and Top of the Table for 19 years and has spoken at the MDRT National Meeting. He has 35 consecutive Guardian Life’s President’s Council Qualifications.  He has served as president of the New York City Chapter of the Society of Financial Services Professionals, and sat on the boards of the New York City Association of Insurance and Financial Advisors and the New York Estate Planning Council.  He currently serves as President of Forum400.

Amazingly, Vince has 2 Hall of Fame honors…The National Association of Estate Planners and Councils and Guardian’s Hall of Fame.

Vince has authored or co-authored articles on estate planning and other business planning topics that have appeared in the Estate Analyst, LISI and Wealth Management Business. He has taught on estate planning matters for financial advisors for over 30 years and is a frequent speaker for Guardian Life’s Business Resource Center.

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (R) (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian.  Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.

Simon Singer, CFP®, CAP®, RFC®

Founder
Center for Tax, Strategies and Resources

Simon “Stuffy” Singer is a CFP®, CAP®, and RFC®. He has been in the financial industry for over 50 years and is recognized as being in the top one-tenth of one percent of all financial service professionals.

He founded the of Center for Tax, Strategies and Resources (Center) in 2019. The Center assists financial planners with training, mentoring, and resources. “Your independent but not alone.” In 1992, he founded the Advisor Consulting Group (ACG). ACG specializes in providing financial and estate planning assistance to clients of CPA firms and law firms. These firms specialize in executive/owner compensation and zero estate tax planning for wealthy individuals and closely-held businesses.

He is the co-author of six books: “Twenty-First Century Wealth”; “Family Wealth Counseling – Getting to the Heart of the Matter”; “Love, Money, Control”; “Retire Abundantly”; “15 Biggest Tax Mistakes Costing Business Owners Millions”; and “15 Biggest Tax Mistakes Costing Doctors Millions”. 

He is also a nationally acclaimed lecturer, giving numerous presentations each year. Stuffy is a member of several prestigious financial organizations: The Advisors in Philanthropy and Finseca and is also a former Board Member and past President and CEO of the International Forum, the preeminent association of financial service professionals. In 2017, Simon was awarded the Humanitarian of the Year honors presented by the Forum 400.

Scott Thomas

Co-Founder
Asset Life Settlements LLC

Scott Thomas is a co-founder and managing partner of Asset Life Settlements LLC. He brings to the company more than 25 years of proven accomplishments involving brokerage services, executive leadership, and client acquisition.
 
As one of the industry’s most experienced life settlement professionals, Scott takes a hands-on approach in assisting financial advisors, estate attorneys, and CPAs whose clients are seeking the highest possible value for their life insurance policies. When working with broker-dealers and other advisors who are bound by their fiduciary duty to serve the best interests of their clients, Scott recognizes the importance of deploying best practices, complete transparency, and best execution to achieve the most favorable outcome for the advisor’s client. 

In comparison with his peers in the industry, Scott is uniquely competent as it relates to his advisory skills and the collaborative role he plays in achieving “suitability and alignment” with the policy seller’s objectives. Estate attorneys, CPAs, and other advisors trust Scott’s expertise and guidance in recommending the most effective underwriting strategies and case development for complex estate planning transactions involving unwanted or underperforming life insurance policies. 

Prior to co-founding Asset Life Settlements, Scott worked with one of the industry’s leading brokerage firms for 14 years, where he held VP-level positions in sales and national account management. He and his team fostered relationships with executives at major wealth management firms, high-end insurance producers, and with estate planning attorneys and financial advisors. Over the years, Scott has brokered life settlement transactions valued at more than $3 billion in face value.